To start, connect both your canopy and merit accounts to viaSocket. Once connected, you can set up a workflow where an event in canopy triggers actions in merit (or vice versa).

Absolutely. You can customize how canopy data is recorded in merit. This includes choosing which data fields go into which fields of merit, setting up custom formats, and filtering out unwanted information.

The data sync between canopy and merit typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.